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Jodi Ellen Credit

Cerity Partners LLC

Towson, MD

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-01-10
  • MD RA
    APPROVED
    Since 2023-01-10

Branch Locations

210 Allegheny Avenue, Fourth Floor, Towson, MD 21204 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cerity Partners Llc New York NY 01/2023 12/2024
Maryland Capital Management Baltimore MD 06/2020 12/2022
Cushman & Wakefield Baltimore MD 06/2018 08/2019
California Pizza Kitchen Hunt Valley MD 05/2017 01/2018
St. Mary'S College Of Maryland St. Mary'S City MD 08/2016 05/2020
Cerity Partners Llc New York NY 01/2025 Present
  • 01/2023 → 12/2024
    New York, NY
  • 06/2020 → 12/2022
    Maryland Capital Management
    Baltimore, MD
  • 06/2018 → 08/2019
    Cushman & Wakefield
    Baltimore, MD
  • 05/2017 → 01/2018
    California Pizza Kitchen
    Hunt Valley, MD
  • 08/2016 → 05/2020
    St. Mary'S College Of Maryland
    St. Mary'S City, MD
  • 01/2025 → Present
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-23
  • S65 Uniform Investment Adviser Law Examination
    2022-11-23

View on SEC IAPD

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